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#15301
1 hour ago, Henry Hill said:

Big earnings release on Wednesday for NVIDIA. Will we see a triple lindy? The beginning of the end of the massive bull run for AI? Or, will this be a nothing burger?

Anyone have any exposure aside from mutual funds and ETFs?

Yes I own shares outright.

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#15302
1 hour ago, Henry Hill said:

Big earnings release on Wednesday for NVIDIA. Will we see a triple lindy? The beginning of the end of the massive bull run for AI? Or, will this be a nothing burger?

Anyone have any exposure aside from mutual funds and ETFs?

E6mNFe.gif

#15305
16 hours ago, Parliament said:

Wally went big long on Friday.  Sold calls.

I haven't really done shit in months, except riding my 97+% in SPY, BRK & PRWAX

Been enough ups and downs on those that I didn't need to juice something for excitement

#15307
On 8/26/2024 at 12:31 PM, Henry Hill said:

Big earnings release on Wednesday for NVIDIA. Will we see a triple lindy? The beginning of the end of the massive bull run for AI? Or, will this be a nothing burger?

Anyone have any exposure aside from mutual funds and ETFs?

bout a hundred in it, plus thru VOO (6.2%) and SPMO (12.2%) 

LFG!

#15308

Sons of Gondor!

Of Rohan!

My brothers.

I see in your eyes the same fear that would take the heart of our 401Ks.

A day may come when the price of NVDA fails, when we forsake the Nasdaq and break all bonds of FAANG, but it is not this day.

An hour of deleveraging and selloffs when the AI boom comes crashing down, but it is not this day!

This day we HODL!

#15312
14 hours ago, 52-80 said:

An hour of deleveraging and selloffs when the AI boom comes crashing down, but it is not this day!

This day we HODL!

 

5 hours ago, 52-80 said:

Actually im still short the stock so would be great that it crashes towards 100 

Jennifer Lawrence Reaction GIF

#15313

Super Micro seems super fucked.  Dodging sanctions selling to Russia, related party transactions all over, looks like Hindenburg picked a solid short this time.  If you’re short NVDA good luck, it’s probably solid, but just like TSLA can you outlast the market?

#15317

10Y-2Y treasury yield spread is flat again, from having been inverted (due to more demand of long term bonds over short term bonds), which was historically a “signal” of a recession. 
 

crisis averted everyone. 

#15319
1 hour ago, Incredulity said:

inverted since June of 22

 

I put it in airquotes because i always found that notion ridiculous, as is its popular corollary that the “bond market is smarter”. 
 

there was a ton of chatter when the yields crossed the last time…but today, crickets

#15330
1 hour ago, Incredulity said:

Well that was interesting. Hadn’t looked since this morning. Thought the phone was glitching.  Lol

~850 point turnaround for the DJIA. From 40026 a little after 10 am to closing at 40861.

VIX chart for the day:

GXOIB9UX0AA8_09?format=jpg&name=large

Edited by Storm the Field

#15331

Any of you that follow the market closely have any takes on Berkshires cash level (close to 300 billion) and Ajit Jain selling over half of his class A shares? Don't know if they're prepping for a correction or I'm probably reading more into than there is.

 

#15332
41 minutes ago, tomahawk dunk said:

Any of you that follow the market closely have any takes on Berkshires cash level (close to 300 billion) and Ajit Jain selling over half of his class A shares? Don't know if they're prepping for a correction or I'm probably reading more into than there is.

What if Uncle Warren's is sick, the cash accumulate is to opportunity buy on the Warren croaks dip, and Jain is tax selling before tax rates go up. 

Or it could all be random. full disclosure I'm holding my BRK.b and plan on buying when that doe occurs.

#15333
7 hours ago, tomahawk dunk said:

Any of you that follow the market closely have any takes on Berkshires cash level (close to 300 billion) and Ajit Jain selling over half of his class A shares? Don't know if they're prepping for a correction or I'm probably reading more into than there is.

 

their cash and equivalents havent changed, its always been $30-40B level.

since the new year they've shifted most of their holdings in equities to 6mo/1yr T-Bills.  a part of that is likely a view/bet of rates dropping (it did!), and even if not, 5% yield at the start of the year is pretty nice guarantee at maturity.

any correction anticipated, they couldve made on the company books itself using derivatives.  berkshire has done that before.

#15337
3 hours ago, Storm the Field said:

wereback-jimmyfallon.gif

Hope everyone survived the Great Bear Market of 9/3-9/10

image.thumb.jpeg.7a2176950586378469117ec3ea98ac3a.jpeg

#15341
13 minutes ago, Storm the Field said:

DJIA 42K

SP 5.7K

Nasdaq 18K

For now at least.

all my homies quote the Nasdaq 100 cuz number is bigger 🤓

#15344
22 minutes ago, tbone_ said:

Gotta love the markets. 50 bp cut and the 10 year is up 10bp

And the long end of the curve is isn't much better...

#15346
1 hour ago, Parliament said:

I’m bringing Heineken to the next Surly tailgate!

 

IMG_4506.jpeg

That looks exactly like a graph of my YouTube Watch Later playlist

#15347

The music might be about to stop for NVDA...

$SMCI stock has been halted 3x as ⚠️The prosecutor has information that connect a former employee who accused the company of accounting violations. Supermicro still hasn’t filed their 10k & has massive connections/ ties to $NVDA as that stock is also down -3% since the news https://t.co/khkEDu6Upi

 

#15348
10 minutes ago, bernorange said:

The music might be about to stop for NVDA...

$SMCI stock has been halted 3x as ⚠️The prosecutor has information that connect a former employee who accused the company of accounting violations. Supermicro still hasn’t filed their 10k & has massive connections/ ties to $NVDA as that stock is also down -3% since the news https://t.co/khkEDu6Upi

 

cries in VOO

 

QQQ ....

Rape-Ewok-PREPARE-YOUR-ANUS.jpg | Ford Tremor Forum | Ford ...

 

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